Custom Activities
Custom activities let you track every type of interaction with your contacts and companies — beyond the built-in emails and meetings. Whether it's a phone call, a lunch, a site visit, or a product demo, you can define your own activity types and log them directly from any record.
Why Custom Activities Matter
Capture every touchpoint. Not all interactions happen over email. Calls, lunches, in-person visits, and demos are just as important to track.
Standardize your team's workflow. Define a shared set of activity types so everyone logs interactions consistently.
Get a complete picture. Custom activities appear in the activity feed alongside emails, meetings, and notes — giving you a full timeline of every relationship.
Setting Up Activity Types
Activity types are managed from your workspace settings.
Add a New Activity Type
Click "Add activity type" to create a new type. For each activity type, you can configure:
Name — The label that appears in the activity menu (e.g. "Call", "Lunch", "Site Visit").
Icon — Choose an icon to visually distinguish the activity type.
Keyboard shortcut — Assign a single-key shortcut to log this activity type instantly from any record.
Logging an Activity
You can log a custom activity from any contact, company, or deal record.
Open the record and go to the Activity tab.
Click "+ Log activity" and select the activity type from the dropdown — or press the keyboard shortcut directly.
Write your notes about the interaction and save.
The activity will appear in the record's timeline with the correct icon and type label.
Managing Activity Types
You can edit or remove activity types at any time from Workspace Settings >> Activity Types. You can also access this directly from the activity dropdown by clicking "Manage activity types" at the bottom of the menu.
Changes apply workspace-wide — all team members will see the updated activity types immediately.
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